Your first client project
Bring one real piece of work into Rokn. Start with the relationship, then connect the project and everything it needs.
ClientProjectPortal
Create the client record
Open Clients and add the company or person you work with. Keep their contacts and business details here so the same record can connect to projects, invoices and documents.
Give the work a home
Create a project and link it to that client. Add the tasks you need to deliver it, then use the project to keep track of the work as it moves forward.
- Name the project so your team can find it.
- Link the client rather than creating a duplicate.
- Add the next concrete tasks.
Bring in the context
Add the files and documents you need. Track time and expenses against the work where appropriate. The goal is to keep the relationship intact as you move between delivery and billing.
Invite your client when you are ready
Use the client portal to share the parts of the relationship they need to see. Review their access before inviting them.